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XML Financial Group
xml is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. founded in 2004 as xml financial group we further solidified our independence by becoming an sec registered investment advisor in october, 2016 and are now named xml financial, llc dba xml financial group. the financial consultants at xml financial group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. to ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives.
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services
Frequently asked questions about XML Financial Group
Let us help answer the most common questions you might have.
Where is XML Financial Group located?
XML Financial Group's headquarters is located at 1 Preserve Parkway, Suite 120, Rockville, Maryland, United States, 20852
What is XML Financial Group's official website?
XML Financial Group's official website is xmlfg.com
What is XML Financial Group's SIC code?
What is XML Financial Group's NAICS code?
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services
How many employees does XML Financial Group have?
XML Financial Group has 34 employees
What industry does XML Financial Group belong to?
XML Financial Group is in the industry of: Financial Services
Distrobird — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free